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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,756 | $210,698-91.1% | $178,014-89.5% | $145,959-87.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.92% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $5,150 | $4,567+12.8% | $3,950+30.4% | $4,661+10.5% |
| Participant deferral / active EE | $11,228 | $6,958+61.4% | $6,276+78.9% | $6,689+67.9% |
| Admin fee / account holder | $2,277 | $12,016-81.1% | $10,362-78.0% | $13,398-83.0% |